Trillions of funds are entering the market—who is giving institutions a "stealth cloak"?

I just finished reading today’s crypto quick report, and my intuition is simple: the institutional trend is shifting from "buying" to "utilizing." The ETF daily inflow reaching around $700 million, combined with continuous short liquidations, suggests that BTC standing above $93,000 and pushing towards $100,000 is more of a trend progression than a mere emotional pulse.

More importantly, that statement: "2026 Infrastructure Application Year." Big money is coming in, and after buying BTC, the next step will definitely be "doing work": RWA, payments, and on-chain asset management will accelerate. The real issue is practical: institutions are not afraid of on-chain activity; they are afraid of exposing their bottom line on the chain. The transparency of the blockchain means strategies, client information, and transaction paths can’t be exposed openly.

That’s why yueya has been tracking @Arcium.

It addresses a more pressing need: confidential computing. Simply put, on top of Solana’s speed, it adds a layer that can "keep execution confidential," ensuring data and computation processes don’t have to be fully public. For large transactions, RWA issuance, and on-chain asset management, once this capability is operational, it will be very valuable.

BTC breaking $100,000 is about face; the underlying infrastructure capable of supporting institutional needs is what truly matters. In 2026, I will focus on two things: whether real business is being used and whether it can be stable.

Projects like Arcium are worth keeping on the watchlist—later, I’ll focus on integration progress, actual usage volume, and landing with top partners.